Wealth Strategy Secrets of the Ultra Wealthy Podcast

A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever ab...

Zach Lemaster is Founder & CEO of Rent to Retirement, the largest turnkey real estate provider in the world: He is a seasoned real estate investor who has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction.    Zach is a licensed Optometrist who practices on a volunteer basis. Zach started investing in rea...

Mark Yegge, the Wealth Architect, has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company - the company that ushered in after-hours trading. He then "retired" at the age of 39, but not before growing th...

Peter has been with MPI Family Office since its inception. He is a 2nd Generation member of the MPI Family Office and is a Principal Member as well as the Head of Real Estate. His day-to-day focus involves Underwriting and Vetting of investment opportunities. Before Peter joined MPI full time, he was the Senior Analyst for MACC Venture Partners, a privately held real estate investment firm, where...

Richard C. Wilson is a third-generation Eagle Scout, loves investing in fun adventures and health, and is a husband, and father of 3 living in Scottsdale, Arizona. Richard owns Billionaires.com where he is interviewing 100 billionaires, and he is the CEO & Founder of the Family Office Club, with 4,000 registered ultra-wealthy families and 15 live events a year.  His short-term rental property fund...

Scott Meyers and his affiliated companies focus on the acquisition, development, and syndication of self-storage facilities nationwide.  He currently owns and operates over 2,400,000 square feet and over 14,000 units nationwide.   His education organization, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business. His vari...

With us today is Mike Zlotnik. Mike is known in real estate circles as "Big Mike" due to his stature, but more importantly, he is known for his personal integrity and for having a keen understanding of the financial aspects of successful real estate investing. Mike has a depth of expert knowledge in the Pandemic created investment opportunities in real estate; what's "hot" and what's "cold" and wh...

One of the most genuine, positive, and enthusiastic people you'll ever meet, Shannon loves nothing more than seeing people become better, happier, more successful versions of themselves and facilitating the honest, practical conversations that help them get there.  Since joining Strategic Coach in 1991 as both a team member and participant, Shannon has helped grow the business beyond what founders...

Gary Wilson's purpose in life is to guide you to wealth and income with real estate. He is an investor, realtor, and a coach teaching how to buy freedom from renting, flipping, and wholesaling real estate.  Founded Global Investor Agent, an environment where investors collaborate with agents making high profitable income achievable. He is happy to share with you how to find the money in places whe...

Justin Breen is Founder/CEO of the global PR firm BrEpic and exclusive connectivity platform BrEpic Network. The purpose of his life is to be a connecting superhero for every visionary, abundance, investment-mindset entrepreneur who shares their stories with the world.  Justin Breen is an active member of Strategic Coach 10x and Abundance 360 Summit. Dr. Peter Diamandis wrote the foreword for Just...

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella.  Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients.     After spending the first decade of his career working wi...

Derek Lobo is called the "Apartment Guru" because of his decades of speaking, writing, consulting, brokerage transactions, relationships, amortized knowledge, and industry wisdom. He is one of the most connected individuals in the apartment industry, living by his personal motto: always stay in traffic! As a student of new apartment construction, student housing, and affordable housing, Derek has...

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022!  Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies that are opening the doors to new transactional opportunities. ...

As a founding partner of Trowbridge Law Group LLP, Gene's law practice concentrates on the syndication of commercial and investment real estate through both debt and equity. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000, but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regul...

Darin Batchelder is a General Partner with vast experience investing in over 1,282 multifamily units across three states - TX, AZ & SC and developing a 200-unit RV park. As a Limited partner, he has investments spanning 35 properties populated by 9105 multifamily units and 100000+ square feet of retail space.  Darin has been a business owner of TZK Capital since 2007. TZK Capital is focused on tra...

Ashley Wilson, is the Co-Founder of Bar Down Investments, LLC & HouseItLook, LLC, Co-Host of The Passive Investing Show, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, and a BiggerPockets' Series Host.  She started investing in real estate in 2009 and has been involved in over $100 million in transactions within both single and mul...

Rod Kleif is a serial entrepreneur and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success.  Rod's experience involves both remarkable tri...

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.  After Stephen received his degree at Portobello Business College in Dublin, Ireland, he held financial and trading positions in New York City, before joining Goldman Sachs as a Sales Trader in Equity Der...

Jeremy Roll has forged an incredible career path since 2002. After leaving the corporate world in 2007, he dedicated himself full-time to passive cash flow investments and successfully built up a portfolio worth over $1 Billion with more than 60 opportunities across real estate and business assets.    As Founder & President of Roll Investment Group, Jeremy helms a group of 1,500+ investors aiming...

Doug Middleton is a technology enthusiast and lifelong learner.  He has spent the last two decades in IT sales, with a focus on customer ROI and success.  He lives in northern Virginia with his amazing wife Jessica of 21 years who has blessed him with three amazing children.   After careful consideration, Doug decided to make a break from the traditional stock market and invest in tangible assets....

Casey Meyeres is a Tax Partner with ProVision serving successful business owners, entrepreneurs, professionals, and investors with tax and wealth planning to help achieve their goal of financial freedom.   With over 24 years of experience in public accounting, ranging from tax and audit compliance and consulting for a broad range of public and privately held companies, business owners, and high ne...

As both a residential and commercial real estate investor, Dave Seymour has become one of the most recognizable experts in his field.   His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations including CBS, ABC, CNBC, FOX News, and CNN. The New York Times reported that Dave Seymour's series 'Flipping Boston' posted t...

Eric Rice is the Chief Growth Officer of King Operating Corporation. He started his business career in Chicago in wealth management for high-net-worth clients before spending almost 2 decades building his own businesses.    Along the way, he worked with founders across multiple sectors to create profitable, enduring enterprises, demonstrating a keen eye for the nuances of markets and corresponding...

Dr. Sam Pappas is an Internal Medicine physician specializing in the fields of Personalized Medicine and Integrative Health and Wellness. He has over 25 years of experience and has practiced in a variety of diverse positions in both academic health centers and private practice.   Dr. Pappas has received many recognitions and has been called "the Dr. Oz of Arlington". He is passionate about helping...

Andrew Campbell is a native Austinite and Managing Partner at Wildhorn. He is a real estate entrepreneur who first broke into the business in 2008 as a passive investor. In 2010 he transitioned into active investing and management of a personal portfolio that grew to 76 units across Austin and San Antonio.    He earned his stripes building and managing his personal portfolio before founding Wildho...